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Disclosery

Ascent Group, LLC: JBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascent Group, LLC on JBND, newest first. How the timeline and the estimate are built.

Ascent Group, LLC held 61,748 JBND shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,748 shares
    Change vs previous 13F -6,961 shares

    0.1% of the 13F portfolio, value $3,303,519.

    13F-HR 0001913231-26-000003 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 68,709 shares
    Change vs previous 13F +9,066 shares

    0.13% of the 13F portfolio, value $3,694,483.

    13F-HR 0001913231-26-000002 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 59,643 shares
    Change vs previous 13F +8,509 shares

    0.11% of the 13F portfolio, value $3,224,897.

    13F-HR 0001913231-26-000001 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 51,134 shares
    Change vs previous 13F +33,754 shares

    0.1% of the 13F portfolio, value $2,769,417.

    13F-HR 0001913231-25-000006 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,380 shares
    Change vs previous 13F +1,585 shares

    0.04% of the 13F portfolio, value $931,394.

    13F-HR 0001913231-25-000003 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,795 shares
    Change vs previous 13F +7,268 shares

    0.04% of the 13F portfolio, value $845,348.

    13F-HR 0001913231-25-000002 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,527 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $445,536.

    13F-HR 0001221073-25-000036 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).